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- Tasks: Support clients and Financial Advisers, ensuring a smooth and exceptional service experience.
- Company: Join a friendly team in the financial services sector.
- Benefits: Competitive salary, hybrid working, pension contributions, and annual bonuses.
- Other info: Enjoy career development opportunities and a supportive work environment.
- Why this job: Make a real difference in clients' financial journeys while developing your career.
- Qualifications: Experience in financial services and strong communication skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
We are seeking an experienced Client Support Administrator to join our small and friendly team. Working closely with our Financial Advisers and clients, you will play a key role in delivering exceptional service and ensuring a smooth client journey.
Responsibilities:
- Liaising with product providers to gather current, accurate information.
- Collating information and meeting packs for Advisers.
- Processing new business applications and policy renewals.
- Keeping client records and databases up to date so that they are accurate and complete at all times.
- Building and maintaining strong, positive relationships with clients.
Qualifications:
- Experience working in the financial services sector.
- Knowledge of financial services products and product providers.
- Experience with provider platforms and websites.
- Experience in obtaining information from clients and providers via telephone & email.
- Effective communicator with excellent interpersonal skills.
- Strong organisational and time management skills.
- Sound knowledge of FCA requirements within a financial services role.
- Good attention to detail.
- Strong IT skills, including ability to interpret financial databases.
- Experience with Intelliflo Office or equivalent software packages/back office systems (preferred).
- Financial Services qualifications (preferred).
Benefits:
- A competitive salary - let's discuss it.
- Hybrid working available upon successful completion of probation.
- Employer pension contribution of 5% rising to 10% after 5 years of membership of the pension scheme.
- Annual Bonus scheme (discretionary based on individual and company performance).
- Life Assurance cover up to 4 × salary, and Group Income Protection scheme up to 65% of salary.
- 25 days annual leave plus bank holidays (rising to 26 and 27 for 5 and 10 years’ service respectively).
- Career development opportunities with funded support and financial incentives for all professional qualifications.
- An Employee Assistance Programme with a wide range of benefits helping employees to stay healthy and feel supported.
We welcome applications from everyone.
Client Support Administrator - Financial Services in Newcastle upon Tyne employer: The Benefact Group
Contact Detail:
The Benefact Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Administrator - Financial Services in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and think about how your experience aligns with their needs. Practise common interview questions and be ready to showcase your knowledge of financial products and client support.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in making a lasting impression. It shows your enthusiasm for the role and keeps you fresh in their minds.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge over other candidates. Plus, it’s super easy!
We think you need these skills to ace Client Support Administrator - Financial Services in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in financial services and any relevant qualifications to show us you’re the right fit for the role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about client support in financial services. Share specific examples of how you've built strong relationships with clients and how you’ve ensured smooth processes in your previous roles.
Show Off Your Attention to Detail: Since we value accuracy, make sure your application is free from typos and errors. Double-check your documents to demonstrate your strong attention to detail, which is crucial for this role.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at The Benefact Group
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial services products and providers. Familiarise yourself with the latest trends and regulations in the industry, especially FCA requirements. This will show that you're not just a candidate, but someone who genuinely understands the field.
✨Showcase Your Communication Skills
As a Client Support Administrator, effective communication is key. Prepare examples of how you've successfully liaised with clients and providers in the past. Think about times when you’ve resolved issues or built strong relationships – these stories will highlight your interpersonal skills.
✨Demonstrate Organisational Skills
Be ready to discuss how you manage your time and keep records organised. You might want to share specific tools or methods you use to stay on top of tasks, especially when processing applications and maintaining databases. This will reassure them that you can handle the role's demands.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, company culture, and expectations for the role. This shows your interest in the position and helps you gauge if it’s the right fit for you. Plus, it gives you a chance to demonstrate your enthusiasm for contributing to their success.